0001420506-22-001795.txt : 20220816 0001420506-22-001795.hdr.sgml : 20220816 20220815182319 ACCESSION NUMBER: 0001420506-22-001795 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220816 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Merewether Investment Management, LP CENTRAL INDEX KEY: 0001736852 IRS NUMBER: 822252147 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20874 FILM NUMBER: 221167711 BUSINESS ADDRESS: STREET 1: 1900 N PEARL ST STREET 2: SUITE 2175 CITY: DALLAS STATE: TX ZIP: 75201 BUSINESS PHONE: 214.453.5227 MAIL ADDRESS: STREET 1: 1900 N PEARL ST STREET 2: SUITE 2175 CITY: DALLAS STATE: TX ZIP: 75201 FORMER COMPANY: FORMER CONFORMED NAME: Merewether Cyclicals Partners LP DATE OF NAME CHANGE: 20210511 FORMER COMPANY: FORMER CONFORMED NAME: Merewether Investment Management, LP DATE OF NAME CHANGE: 20191113 FORMER COMPANY: FORMER CONFORMED NAME: MEREWETHER CYCLICALS PARTNERS, LP DATE OF NAME CHANGE: 20180410 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001736852 XXXXXXXX 06-30-2022 06-30-2022 false Merewether Investment Management, LP
1900 N PEARL ST SUITE 2175 DALLAS TX 75201
13F HOLDINGS REPORT 028-20874 N
Janice Ezell CFO/CCO 214.453.5527 Janice Ezell, CFO/CCO DALLAS TX 08-15-2022 0 33 771478 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR MEREWETHER INVESTMENT MANAGEMENT, LP ANTERO RESOURCES CORP COM 03674X106 39766 1297414 SH SOLE 1297414 0 0 ARCHAEA ENERGY INC COM CL A 03940F103 27300 1757867 SH SOLE 1757867 0 0 CHENIERE ENERGY INC COM NEW 16411R208 17268 129804 SH SOLE 129804 0 0 CHESAPEAKE ENERGY CORP COM 165167735 19277 237700 SH SOLE 237700 0 0 CLEARWAY ENERGY INC CL C 18539C204 232 6650 SH SOLE 6650 0 0 CONOCOPHILLIPS COM 20825C104 57328 638320 SH SOLE 638320 0 0 DELEK US HLDGS INC NEW COM 24665A103 6460 250000 SH SOLE 250000 0 0 DIAMONDBACK ENERGY INC COM 25278X109 55257 456105 SH SOLE 456105 0 0 EXXON MOBIL CORP COM 30231G102 67328 786170 SH SOLE 786170 0 0 FLUENCE ENERGY INC COM CL A 34379V103 7147 753913 SH SOLE 753913 0 0 GENERAC HLDGS INC COM 368736104 334 1588 SH SOLE 1588 0 0 HALLIBURTON CO COM 406216101 55033 1754878 SH SOLE 1754878 0 0 KOSMOS ENERGY LTD COM 500688106 8255 1333664 SH SOLE 1333664 0 0 LIBERTY ENERGY INC COM CL A 53115L104 16380 1283693 SH SOLE 1283693 0 0 MARATHON OIL CORP COM 565849106 46982 2089931 SH SOLE 2089931 0 0 MPLX LP COM UNIT REP LTD 55336V100 2452 84129 SH SOLE 84129 0 0 NEW FORTRESS ENERGY INC COM CL A 644393100 7924 200242 SH SOLE 200242 0 0 NEXTERA ENERGY INC COM 65339F101 36783 474867 SH SOLE 474867 0 0 OLIN CORP COM PAR $1 680665205 16359 353486 SH SOLE 353486 0 0 OVINTIV INC COM 69047Q102 26928 609377 SH SOLE 609377 0 0 PHILLIPS 66 COM 718546104 18983 231533 SH SOLE 231533 0 0 PIEDMONT LITHIUM INC COM 72016P105 10451 287047 SH SOLE 287047 0 0 QUANTA SVCS INC COM 74762E102 892 7117 SH SOLE 7117 0 0 SCHLUMBERGER LTD COM STK 806857108 28490 796692 SH SOLE 796692 0 0 SHELL PLC SPON ADS 780259305 28470 544462 SH SOLE 544462 0 0 STEM INC COM 85859N102 2051 286500 SH SOLE 286500 0 0 SUNCOR ENERGY INC NEW COM 867224107 57071 1627354 SH SOLE 1627354 0 0 SUNNOVA ENERGY INTL INC. COM 86745K104 16735 908055 SH SOLE 908055 0 0 TARGA RES CORP COM 87612G101 25553 428232 SH SOLE 428232 0 0 TE CONNECTIVITY LTD SHS H84989104 1050 9280 SH SOLE 9280 0 0 TENARIS S A SPONSORED ADS 88031M109 37382 1455100 SH SOLE 1455100 0 0 VIPER ENERGY PARTNERS LP COM UNT RP INT 92763M105 5336 200000 SH SOLE 200000 0 0 VISTRA CORP COM 92840M102 24221 1060000 SH SOLE 1060000 0 0